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Wilmington Savings Fund Society’s JPMorgan Income ETF JPIE Stock Holding History

Wilmington Savings Fund Society’s Portfolio JPIE Stock Details JPIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-451
Closed -$20.9K – 1736
2025
Q2 		$20.9K Sell
451
-16
-3% -$733 ﹤0.01% 1460
2025
Q1 		$21.5K Sell
467
-346
-43% -$15.9K ﹤0.01% 1443
2024
Q4 		$37.1K Sell
813
-9
-1% -$413 ﹤0.01% 1318
2024
Q3 		$38.1K Buy
+822
New +$37.7K ﹤0.01% 1292

Other funds holding JPIE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Wilmington Savings Fund Society's JPIE Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of JPMorgan Income ETF (JPIE) in Q3 2025, closing a stake of 451 shares — an estimated $20.9K sold.

Wilmington Savings Fund Society first reported a position in JPIE in Q3 2024 and held it in 4 quarters. The position peaked at $38.1K in Q3 2024. 355 funds tracked by Wall St. Rank hold JPIE as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining JPMorgan Income ETF position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 451 JPMorgan Income ETF shares in Q3 2025, an estimated $20.9K.
  • Wilmington Savings Fund Society first reported a position in JPMorgan Income ETF in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's JPMorgan Income ETF position peaked at $38.1K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.